|
1
|
|
$44.7M
|
+$4.23M
|
+94,218
|
+11%
|
|
|
2
|
|
$33.3M
|
+$1.91M
|
+42,479
|
+6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$14.9M
|
+$6.66M
|
+148,256
|
+82%
|
|
|
4
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$12.1M
|
–
|
–
|
–
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$6.6M
|
-$818K
|
-18,215
|
-11%
|
|
|
6
|
MSI Financial Services
Springfield,
Massachusetts
|
$3.21M
|
+$156K
|
+3,477
|
+5%
|
|
|
7
|
Credit Suisse
Zurich,
Switzerland
|
$2.49M
|
–
|
–
|
–
|
|
|
8
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.67M
|
+$1.66M
|
+36,945
|
New
|
|
|
9
|
LPL Financial
San Diego,
California
|
$1.6M
|
+$95.1K
|
+2,119
|
+6%
|
|
|
10
|
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
$1.36M
|
-$4.49K
|
-100
|
-0.3%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$1.28M
|
+$75.2K
|
+1,675
|
+6%
|
|
|
12
|
|
$1.22M
|
+$1.21M
|
+26,977
|
New
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$1.17M
|
-$44.4K
|
-989
|
-4%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$996K
|
-$790K
|
-17,583
|
-44%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$862K
|
+$84.2K
|
+1,875
|
+11%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$861K
|
+$154K
|
+3,430
|
+22%
|
|
|
17
|
Timber Hill
Greenwich,
Connecticut
|
$456K
|
-$91K
|
-2,027
|
-17%
|
|
|
18
|
National Planning Corporation
El Segundo,
California
|
$376K
|
+$35.9K
|
+799
|
+11%
|
|
|
19
|
First National Bank of Omaha
Omaha,
Nebraska
|
$272K
|
–
|
–
|
–
|
|
|
20
|
Montag & Associates
Atlanta,
Georgia
|
$270K
|
–
|
–
|
–
|
|
|
21
|
B. Riley Wealth Management
Memphis,
Tennessee
|
$66K
|
+$65.1K
|
+1,450
|
New
|
|
|
22
|
WFG Advisors
Dallas,
Texas
|
$14K
|
-$3.14K
|
-70
|
-19%
|
|
|
23
|
New England Securities
New York
|
$11K
|
-$4.49K
|
-100
|
-29%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$1K
|
–
|
–
|
–
|
|
|
25
|
DRW Securities
Chicago,
Illinois
|
–
|
-$1.25M
|
-27,658
|
Closed
|
|
